UGA Terry MBA for Finance

I'm wondering if the UGA MBA is worth it for Finance, in particular investment management in the Atlanta area. The PT MBA seems decent and has a good location in the Buckhead area.

Thing is, I could do the CFA of course, but I want to make sure I consider all options.

If anyone has any personal experience with this program, let me know. @BetsyMassar if you have UGA in your database please let me know.

 

Well, I wouldn't consider it for investment banking in the Southeast, but some other area of finance. Mainly, the network seems huge in Atlanta though. Lots of senior people who are UGA alums that you can tap into. But for cost, the Georgia State MSF around the corner is a year shorter and only 39k.

 

In your initial post you asked specifically about IM which to me generally means buyside shops in public markets, SWFs, pension, insurers and the like.

For PWM I'm not sure why you feel you need an MBA I'd ask thebrofessor for his thoughts since he does PWM in the south as I recall. Also in lieu of the CFA both CAIA and CFP may be helpful designations.

 

I have a trading background. I'm thinking of enhancing my resume and network for RIAs and similar shops. Also open to helping retail traders trade, but I don't want to give too much detail on here, but if you know trading you know what I mean. Also could use the degree for a bigger network in trading.

 

thanks brah, yes I am in PWM in the south. you do NOT need a MBA, it'd be a waste of time. what would be most helpful is a CFP if you do not have experience in the advanced planning issues. I say this because I do not have a CFP, but I know nearly everything a CFP does, so I don't need it.

I would say for you, CFP before CFA since you have an investment background, and because in PWM investment management is a commodity. if you're at a big firm, you have access to the best money managers in the world, and unless you join a team with a good track record in managing their own money, you'll get too bogged down in the numbers to actually meet and close prospects (the real rainmaking part of PWM).

I personally plan on going back to the CFA (I've passed L1 but have focused on prospecting too much for the past 5 years that I want to wait to go back), but it's such a long process (unless you're crazy and do all 3 levels in 18 months (december L1, june L2 & L3, pass each one first time), you really need to focus on building your business. the time it takes to get a CFA isn't worth the opportunity cost in PWM, it won't win you any more business.

finally, I keep noticing these threads from you in various shapes and sizes, so I am beginning to wonder if you truly know what you want. what do you currently do? where do your interests and strengths lie? why PWM? part of me wants to help, but part of me wants you to chill out and do some soul searching.

 
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